Life doesn’t always go as planned. For example, you might think you’ll retire at 65 or later, when you’ll be eligible for Medicare. But if you retire before then, how will you pay for your health care? Without insurance, you risk incurring thousands of dollars of expenses if you are Read More
If you want to provide educational opportunities for your children or grandchildren, you may want to consider investing in a 529 plan. In recent years, this plan has gotten more flexible, and potentially more powerful, than ever. A key benefit of a 529 plan is that earnings are generally tax Read More
We all hope for long, healthy lives. But there’s a serious “side effect” of longevity – the possibility of outliving our money. How can you help prevent this? It’s useful to know the seriousness of the threat. Consider this: About 41% of all U.S. homes in which the head of Read More
To achieve most goals in life, you need some type of strategy. And that’s certainly true for your financial goals. Since you likely have multiple financial goals, you may need to pursue several different strategies – but they all should follow a similar process. What does this process entail? Here Read More
It’s unfortunate, but true: During times of turmoil, whether it be a geopolitical situation or the economic stresses of inflation and rising interest rates, scam artists in cyberspace will try to take advantage of unsuspecting investors. What can you do to protect yourself? Here are a few suggestions: Be suspicious Read More
Many expenses in life are unpredictable. But there are two things you know you’ll have to pay for: medical bills and retirement. You’ll probably need to take a variety of steps to meet these costs, but one financial instrument that can help is a health savings account (HSA). If you’re Read More
When you’re driving these days, it’s pretty hard to get lost because your smartphone’s Global Positioning System (GPS) can get you just about anywhere. And as an investor, you can have a similar experience by employing another directional tool – a personalized financial strategy. Let’s look at the parallels between Read More
